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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 997 | 1028 | 960 | 1046 | 1245 |
Fund Return | -0.65% | -0.34% | 2.76% | -1.36% | 0.9% | 2.21% |
Place in category | 111 | 36 | 121 | 194 | 167 | 48 |
% in Category | 33 | 11 | 40 | 78 | 73 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 15.91B | 6.02 | 8.03 | 12.38 | ||
BlackRock Equity Dividend Instl | 10.69B | 5.42 | 5.76 | 9.38 | ||
BlackRock International Index Instl | 10.32B | 2.50 | 2.85 | 4.27 | ||
BlackRock International Index Inv A | 10.32B | 2.39 | 2.57 | 4.01 | ||
BlackRock International Index K | 10.32B | 2.50 | 2.89 | 4.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.38B | -0.98 | -0.52 | 2.32 | ||
Bridge Builder Municipal Bond | 14.3B | -0.63 | -0.44 | - | ||
American Funds Tax-Exempt Bond A | 11.71B | -1.09 | -1.07 | 2.34 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
American Funds Tax-Exempt Bond F2 | 5.62B | -1.02 | -0.89 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LAKE CHARLES LA HBR & TERM DIST REV | - | 2.48 | - | - | |
MASSACHUSETTS ST | - | 1.39 | - | - | |
MAIN STR NAT GAS INC GA GAS SUPPLY REV | - | 1.31 | - | - | |
ENERGY SOUTHEAST ALA COOP DIST ENERGY SUPPLY REV | - | 1.29 | - | - | |
SOUTHEAST ENERGY AUTH COMMODITY SUPPLY REV ALA | - | 1.28 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | BUY | Sell | Neutral |
Summary | Buy | Neutral | Neutral |
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